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Santa Fe Partners’s WaFd WAFD Stock Holding History

Santa Fe Partners’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-10,470
Closed -$249K – 312
2015
Q4 		$249K Buy
+10,470
New +$258K 0.04% 402
2015
Q2 		– Sell
-9,571
Closed -$209K – 605
2015
Q1 		$209K Buy
9,571
+509
+6% +$10.7K 0.03% 469
2014
Q4 		$201K Buy
+9,062
New +$194K 0.03% 465
2014
Q3 		– Sell
-9,325
Closed -$209K – 612
2014
Q2 		$209K Sell
9,325
-1,877
-17% -$41.1K 0.03% 464
2014
Q1 		$261K Buy
11,202
+1,392
+14% +$31.6K 0.04% 432
2013
Q4 		$228K Sell
9,810
-481
-5% -$10.9K 0.04% 440
2013
Q3 		$212K Buy
+10,291
New +$219K 0.04% 435

Other funds holding WAFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Santa Fe Partners's WAFD Position: Q1 2016 in Review

Santa Fe Partners sold out of WaFd (WAFD) in Q1 2016, closing a stake of 10,470 shares — an estimated $249K sold.

Santa Fe Partners first reported a position in WAFD in Q3 2013 and held it in 7 quarters. The position peaked at $261K in Q1 2014. 202 funds tracked by Wall St. Rank hold WAFD as of Q1 2016.

  • Santa Fe Partners reported no remaining WaFd position as of Q1 2016 after selling out during the quarter.
  • Santa Fe Partners sold 10,470 WaFd shares in Q1 2016, an estimated $249K.
  • Santa Fe Partners first reported a position in WaFd in Q3 2013 and held it in 7 quarters.
  • Santa Fe Partners's WaFd position peaked at $261K in Q1 2014.
  • 202 funds tracked by Wall St. Rank held WaFd as of Q1 2016.

Based on Santa Fe Partners's 13F filing for Q1 2016.